英文【Jefferies】杰富瑞策略——对公用事业的深入探讨
USA | Equity Strategy JEF's Strategy—A Deeper Dive Across Utilities Sentiment remains strong to Utilities with inflows into its ETFs, group has held
USA | Equity Strategy JEF's Strategy—A Deeper Dive Across Utilities Sentiment remains strong to Utilities with inflows into its ETFs, group has held
USA | Equity Strategy JEF's Strategy—A Deeper Dive Across Utilities Sentiment remains strong to Utilities with inflows into its ETFs, group has held
USA | Equity Strategy JEF's Strategy—A Deeper Dive Across Utilities Sentiment remains strong to Utilities with inflows into its ETFs, group has held核心数据:The one big impact from tariffs is that US GDP growth is now expected to be below 2%, with the;Jefferies estimate at 1.3%. When the economy grows less than 2%, small and large deliver below;average performance. However, we find it interesting that when GDP is below 2%, Utilities lag the。
覆盖 2025 年,全文约 14。
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适合投资人、行业研究员等读者参考。
重点分析了GDP等议题。